Fraser Donaldson's wife said she was the wrong person to ask what a client might expect from a discretionary firm as she knew nothing about investment. Here he shows why this made her exactly the right person to ask
It may sound obvious, but the best way of undertaking good due diligence on discretionary management - or any other investment product for that matter - is to listen carefully to the client in the first...
Caring for children and elderly relatives
Similar to June 2007
Square Mile’s series of informal interviews
Fine reduced to £60,000
Two roles created